DOSSIER · 13F-HR · Q3 2026
R.H. Dinel Investment Counsel, Inc.
$142M in tracked AUM across 39 positions as of Q3 2026.
RD
CIK 0001598352 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
The filing for R.H. Dinel Investment Counsel, Inc. for the period ending December 31, 2025, reveals a dramatic transformation in the firm's portfolio structure. The total portfolio value surged by 171.6%, growing from $50.23M to $136.45M in a single quarter. This substantial increase in assets under management (AUM) correlates with a significant shift in investment strategy, evidenced by the turnover of 65% of the portfolio. The manager reduced the total n...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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